Proprietary deal flow for acquirersmandate matching & priority routing
An MBO is a succession path, not a listing. The operators already know the company. Unity’s work is to find owners who will consider that transfer, size the capital around it, and introduce the file without turning it into an auction.
Management already runs the P&L. What they usually lack is a private conversation with the shareholder, a capital stack that survives diligence, and a counterpart who will not shop the file the moment it looks real.
Unity originates that conversation through CPAs, counsel, lenders, and owners who are considering succession, a recap, or a partial sale — then matches it to a written mandate in the $1M–$50M EBITDA corridor.
Sitting operators buying the company they run, or a buy-in team with a named CEO. Sector, size, and how much of the equity they intend to hold go on the mandate first.
Retirement, partnership fatigue, and estate planning surface companies where continuity matters more than a marketed book. See founder succession.
Senior debt, SBA change-of-ownership where eligible, seller paper, and equity from a sponsor or family office have to fit the cash flow. Financing follows the file — it is not a standalone raise.
Industry, an earnings band, and a region can travel. Operating name and owner identity stay behind the desk until the owner authorizes the next step.
If more than one qualified mandate can fund the same MBO, review order follows Priority, Intelligence, Advantage, then Free — inside a defined window, after fit is scored.
Owners who agree to an MBO are usually buying a quiet handoff for customers and staff. A public process undoes that premise.
Independent sponsors and searchers use Unity when the operators need institutional capital beside them. Write that structure on the mandate.
Some files should stay a recapitalization. Unity will not force a buyout thesis onto an owner who wants a partner.
Sector, earnings band, geography, and whether this is a pure MBO, a sponsor-backed buyout, or a recap with management rolling. Sourcing follows that page.
For acquirers
When several qualified buy-side mandates fit the same off-market opportunity, review order follows membership.
Not a public auction. Mandate-fit scoring still applies inside each tier.
$500/mo
$300/mo
$150/mo
$0/mo
Platform membership is separate from any transaction success fee or advisory compensation under your acquisition agreement with Unity.
